Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Right Horizons - All Seasons
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.12%
1.32%
6 Months
0.78%
3.83%
1 Year
0.49%
9.77%
3 Years
—
13.19%
5 Years
—
12.01%
Since Inception
4.91%
14.38%
Fund Age
2 yrs 3 mo
6 yrs 8 mo
AUM
₹1.52 Cr
₹42.66 Cr
Alpha – 1 Year
−2.49%
3.80%
Alpha – 3 Years
—
2.30%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
16.48%
15.84%
Volatility – 3 Years
—
12.64%
Beta – 1 Year
0.92
1.56
Beta – 3 Years
—
1.48
Sharpe Ratio – 1 Year
-0.33
0.32
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
9.09%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−13.58%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 64% · M 1% · S 35%
L 37% · M 21% · S 27%
Number of Stocks
28
16
Portfolio P/E
22.45
—
Top 5 Holdings
HDFC Bank Ltd · 8.00%
Axis Bank Ltd · 6.00%
Star Health & Allied Insurance Company Ltd · 5.00%
Mirae Asset Nifty 50 ETF · 5.00%
ITC Ltd · 5.00%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%